Wealthfront’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-307
| Closed | -$16K | – | 1013 |
|
|
2015
Q3 | $16K | Buy |
307
+272
| +777% | +$14.2K | ﹤0.01% | 818 |
|
|
2015
Q2 | $2K | Buy |
35
+22
| +169% | +$1.26K | ﹤0.01% | 1196 |
|
|
2015
Q1 | $1K | Buy |
13
+12
| +1,200% | +$923 | ﹤0.01% | 1142 |
|
|
2014
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 993 |
|